See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,534 | $29,660-67.9% | $56,411-83.1% | $80,856-88.2% |
| Participation rate | 93.3% | 41.6%+51.7pp | 52.5%+40.9pp | 67.6%+25.7pp |
| Annual return | 15.52% | 35.23%-19.7pp | 1701.33%-1685.8pp | 35.59%-20.1pp |
| Employer contribution / active EE | $1,308 | $669+95.4% | $1,039+25.9% | $2,755-52.5% |
| Participant deferral / active EE | $1,816 | $1,226+48.1% | $1,952-6.9% | $4,296-57.7% |
| Admin fee / account holder | $396 | $2,428-83.7% | $2,829-86.0% | $6,918-94.3% |